Add label to a lead depending on a choices from a Pipedrive Webform

Aissax

Hello community !

I was wondering if it was possible to :

1. automatically add a label to a newly created lead coming from a Pipedrive Webform
2. the label should be based on the status of a field of the Webform

I can't see how to do it using Automations…

Many thanks for the support !

Aissa

Tony Xavier

Hello @Aissax,

We can indeed use automations to update Lead labels when a new Lead is created from Webforms. For this you can set up an automation similar to following:

Here, we are making use of the default Lead course field to identify Leads created from Webforms, and based on a custom field, we are applying the label.

As for the second point of your question, please note that each option in the webform would need a separate automation setup in order for this to work. Since the trigger will be the same, you can duplicate the automation and simply edit the condition and action step.

Aissax

Hello Tony,

Many thanks for the support ! It works !